BZUN Q1 Preview: Eroding GMV Quality, Margin Squeeze by Top Customers
Our negative view on Baozun Inc. (BZUN US) stems from the company’s declining profit margin due to eroding pricing power to key customers, and...
595 Views
Smartkarma Originals
Fast Fashion in Asia: Trendy Clothing’s Toxic Trails - Investors Beware
Fashion industry is a leading polluter of water, air and land and its rapid growth has inflicted serious environmental damage in manufacturing...
3.2k Views
Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
792 Views
HSBC Holdings Plc – Just Crazy Enough To Work
* Turning HSBC Into Tucker’s Town: In just two months, new Chairman Mark Tucker is already grabbing headlines. However, more than just headlines...
480 Views
U.S. Retailers Are Bottoming -- Add Exposure
Retail stocks are breaking out en masse from technical bottom patterns, marking the reversal of well-established downtrends. This industry-wide...
617 Views